Connect LoopedIn and practifi to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for LoopedIn
Choose an Action
Automatically do this!
- Request a new Action for practifi
Enable Integrations or automations with these events of LoopedIn and practifi
Enable Integrations or automations with these events of LoopedIn and practifi
Actions
Create Idea
Creates a new idea in LoopedIn.
Update Idea
Updates an existing idea in LoopedIn.
Create Roadmap Card
Creates a new Roadmap Card in LoopedIn.
Update Roadmap Card
Updates an existing Roadmap Card in LoopedIn.
Delete Idea
Deletes an existing idea in LoopedIn.
Delete Roadmap Card
Delete an existing Roadmap Card in LoopedIn.
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Frequently Asked Questions
To start, connect both your LoopedIn and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in LoopedIn triggers actions in practifi (or vice versa).
Absolutely. You can customize how LoopedIn data is recorded in practifi. This includes choosing which data fields go into which fields of practifi, setting up custom formats, and filtering out unwanted information.
The data sync between LoopedIn and practifi typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between LoopedIn and practifi. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About LoopedIn
LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and efficiency.
Learn MoreAbout practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
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